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First Trust Investment Solutions’s FirstEnergy FE Stock Holding History

First Trust Investment Solutions’s Portfolio FE Stock Details FE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-43,117
Closed -$1.65M – 299
2024
Q2 		$1.65M Buy
+43,117
New +$1.67M 0.23% 103

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

First Trust Investment Solutions's FE Position: Q3 2024 in Review

First Trust Investment Solutions sold out of FirstEnergy (FE) in Q3 2024, closing a stake of 43,117 shares — an estimated $1.65M sold.

First Trust Investment Solutions first reported a position in FE in Q2 2024 and held it in 1 quarter. The position peaked at $1.65M in Q2 2024. 773 funds tracked by Wall St. Rank hold FE as of Q3 2024.

  • First Trust Investment Solutions reported no remaining FirstEnergy position as of Q3 2024 after selling out during the quarter.
  • First Trust Investment Solutions sold 43,117 FirstEnergy shares in Q3 2024, an estimated $1.65M.
  • First Trust Investment Solutions first reported a position in FirstEnergy in Q2 2024 and held it in 1 quarter.
  • First Trust Investment Solutions's FirstEnergy position peaked at $1.65M in Q2 2024.
  • 773 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.